Unclaimed Profile

Jacqueline Reeves

BELL ROCK CAPITAL, LLC·REHOBOTH BEACH, Delaware

Series 7, Series 24, Series 63, Series 65, Series 66, Series 86, Series 87Clean record18 years registeredBELL ROCK CAPITAL, LLC

35568 AIRPORT ROAD, REHOBOTH BEACH, DE 19971CRD# 1946071Firm CRD# 139163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacqueline Reeves · REHOBOTH BEACH, DE

Registration

CRD #1946071 · BELL ROCK CAPITAL, LLC · 18 years registered

Brand Profile

Not yet started

Career History

BRYN MAWR TRUST ADVISORS, LLC

Aug 2023 – present

BELL ROCK CAPITAL, LLC

Nov 2007 – Aug 2023

Boca Raton, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Series 66

Series 86

Series 87

Registration record

First registered · November 19, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BELL ROCK CAPITAL, LLC

CRD 139163 · SEC 801-65934

AUM

$193M

Regulatory assets under management

Employees

714 client accounts

Services offered by BELL ROCK CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BELL ROCK CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jacqueline Reeves offer?

Jacqueline Reeves specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in REHOBOTH BEACH, Delaware for a consultation.

What are Jacqueline Reeves's credentials?

Jacqueline Reeves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacqueline Reeves located?

Jacqueline Reeves is based in REHOBOTH BEACH, Delaware, working with BELL ROCK CAPITAL, LLC. Their office serves clients in the REHOBOTH BEACH metropolitan area and surrounding communities.

How does Jacqueline Reeves charge for services?

Jacqueline Reeves's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELL ROCK CAPITAL, LLC?

BELL ROCK CAPITAL, LLC has approximately 6 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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